Paul E. Berning, CPA Wealth Accumulation & Preservation Planning 9639 Leebrook Drive
Cincinnati , OH
Phone: 513-521-8000 Fax: 513-521-2466 E-mail:
Type of Practice: Financial Planning, Tax Planning & Preparation Year Practice Began: 1963 Minimum Tax Preparation Fees: $150 How Tax Returns Fees Charged: Per Hour Basis Electronic Filing Offered? No Refund Anticipation Loans (RAL) Offered? No Specialties or Areas of Concentration: Real Estate, Professional Small Business Hours Open During Tax Season: 9:00am to 9:00 pm Call First for Appointment? Yes Accept Out of State Clients?
Yes Clients Accepted:
Ohio Other Services Offered: Financial Planning: Education Funding, Retirement, Estate & Asset Protection; Tax Planning & IRS Representation; Real Estate & Small Business Consulting.
Education: Xavier University, 1958 (Accounting & Economics) Professional Credentials: CPA, Certified Tax Professional Association Memberships: American Institute of CPAs (AICPA); Ohio Society of CPAs; National Society of Tax Professionals (NSTP); International Association for Financial Planning; National, Ohio & Cincinnati Real Estate Investors Associations Seminars Taught & Topics: Real Estate Tax Strategies, Estate Planning for Entrepreneurs, Selecting Business Entities to Protect Your Assets & Reduce Your Taxes, How to Avoid Lawsuits & Numerous Tax Planning Topics Previous Private Employment: Boyd Roebuck & Co., CPAs (1958 - 1965), Chief Financial Officer of Fries & Fries Inc.(1965 - 1975) Authorship: Self Study Courses: Real Estate Tax Strategies & Selecting Business Entities to Protect Your Assets and Reduce Your Taxes. Contributing Author to Periodicals: Creative Real-Estate Magazine, Creative Investment Advisor, Small Property Owner, The Investor Personal Comment: Clients include real estate developers, owners and investors; contractors, architects, individuals, medical practitioners, lawyers, realtors; small business service companies, retailers, wholesalers, proprietorships, partnerships, limited liability companies and closely held corporations. A director of six corporations.